Workflow Condition: Contact has specific main owner/co-owner

This Condition is met if a Contact has a specific owner or co-owner.

By default, the main owner of a Contact is the user who imported the Contact into the database, either manually or via API. Apart from the main owner, Contacts can have co-owners, who can manage their Contact Cards.

After adding this Condition to your Workflow, define the following settings:

[1] Ownership type—specify whether the Condition should be met if the email address selected in point [2] is the main owner of the Contact; a co-owner of the Contact; or either of these two.

[2] Owner—select an email address from the list of all Contact owners on your account. The Condition will be met if the selected person is the main owner or a co-owner of the Contact (depending on the selection made in point [1]).

[3] Add another path—Click here to add another path starting from the same Condition element but depending on a different configuration of this Condition element.

If you click on Add another path, you will see that another icon has appeared on the Condition element, and that the icons are numbered:

You can set up to 5 different paths and define the order in which they will be checked for each Contact. If the condition set for the first path is not met, the system will check the condition for the second path, then for the third, etc. If none of the paths can be followed because none of the specified conditions is met, the system will follow the path starting from the red (X) icon.

Read more in the article: Workflow | Advanced configurations >>

Click Save to continue configuring your Workflow.

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